In this episode Mark asks, are you on track to have the financial future you want to have? The industry is educating and informing investors with the wrong basic information. You don't invest in a market, the stock market is a tool to help investors be successful. You make money three ways: Interest Income, Dividends, Capital Appreciation. When you combine capital appreciation with dividends and interest: total return. In the absence of value, thus becomes cost. Successful investing is a function of a strong asset allocation. Why would you not buy more of a business as long as it is in the asset allocation of your portfolio? Sometimes the goal isn’t to “save money".
October 18, 2017